+121.4%
DAL vs EW
+242.2%
-120.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.6% |
| 7D | +2.3% | +6.5% | -4.2% | -0.1% |
| 30D | +14.3% | +22.5% | -8.2% | +6.1% |
| 3M | +1.3% | +13.0% | -11.7% | -3.3% |
| 6M | +29.3% | +37.1% | -7.8% | +14.5% |
| YTD | +33.0% | +24.1% | +8.9% | +21.9% |
| 1Y | +59.8% | +24.2% | +35.6% | +46.4% |
| 3Y | +177.2% | +64.8% | +112.4% | +113.9% |
| 5Y | +118.4% | -7.4% | +125.8% | +109.7% |
| 10Y | +121.4% | +248.8% | -127.4% | +39.9% |
| All | +121.4% | +242.2% | -120.8% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling